The Psychology of Dealmaking

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The Psychology of Dealmaking

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Seller Resources

For Advisors Preparing to Sell
Seller Readiness Guide →

For Our Latest M&A Update
2024 Advisor Mid-Year M&A Update →

Buyer Resources

For Advisors Seeking to Acquire
Practice Acquisition Checklist →

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Review our Seller Services

We’re here to ensure you secure the best buyer, price and terms.

Grab A Valuation

We offer a variety of solutions and turnaround times to fit your needs.

Join myCompass

Our membership club grants you inside tips and opportunities to grow.

Review our Seller Services

We’re here to ensure you secure the best buyer, price and terms.